Jocelyn Wright Location
Bala Cynwyd, PA, US
Jocelyn Wright Work
- 2025 - now Founder and CEO @ Ascension Legacy Partners
- 2022 - 2026 Managing Partner @ PF Wealth Management Group, LLC
- 2022 - 2022 Adjunct Professor @ Delaware State University
- 2009 - 2021 Founder and CEO @ Ascension Wealth Management LLC
- 2014 - 2018 State Farm Chair for Women and Financial Services | Assistant Professor of Women's Studies @ The American College of Financial Services
- 2009 - 2009 Investment Advisor @ First Genesis Financial Group
- 2007 - 2009 Financial Advisor @ Miles Wealth Management, LLC
- 2002 - 2007 Financial Advisor @ Wealth Development Strategies, LLC
- 2000 - 2002 Associate @ J.P. Morgan
- 1995 - 1998 Executive Assistant @ Black Enterprise Magazine
Jocelyn Wright Education
- Howard University
MBA (Finance)
1998 - 2000 - Alfred Lerner College of Business & Economics at University of Delaware
BS (Finance)
1988 - 1992 - Girls High
Jocelyn Wright Skills
- Financial Planners
- Fixed Annuities
- Cash Flow
- Insurance
- Retirement Planning
- Tax
- Portfolio Management
- Investments
- Finance
- Strategy
Jocelyn Wright Summary
Jocelyn Wright, based in Bala Cynwyd, PA, US, is currently a Founder and CEO at Ascension Legacy Partners. Jocelyn Wright brings experience from previous roles at PF Wealth Management Group, LLC, Delaware State University, Ascension Wealth Management LLC and The American College of Financial Services. Jocelyn Wright holds a 1998 - 2000 MBA in Finance @ Howard University. With a robust skill set that includes Financial Planners, Fixed Annuities, Cash Flow, Insurance, Retirement Planning and more. Jocelyn Wright has 1 emails and 2 mobile phone numbers on RocketReach.
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